Forbes Column 08: The Smartest Unknown Indian Entrepreneur

Here’s the latest Forbes Column: The Smartest Unknown Indian Entrepreneur. What is touching, is that the entrepreneur profiled here is also infinitely humble, embarrassed by this sort of attention from the media. In my private exchange with him, I have expressed my deepest respect, and the reason I want to feature this story repeatedly is

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Indian IT Industry: The Next 8 Years

Forbes has some scary statistics on the salary hike rate in India. The 2007 rate is 15.1%, up from 14.4% the previous year. 2008 forecast: 15.2%. This is the fifth consecutive year of salary growth above 10%. Good lord! Is Death of Indian Outsourcing all that far out?

Forbes Column 08: What Microsoft Should Do While Yahoo! Dithers

What do you think Microsoft should do while waiting for the Yahoo! Board to fumble? My thoughts are here: What Microsoft Should Do While Yahoo! Dithers.

Forbes Column 08: The Microsoft-Yahoo! Battle Plan

As you know, I am of the opinion the deal will go through, despite all the scrambling. News is gradually flowing in that Yahoo! doesn’t really have other options in the works. News Corp has declined. AT&T and Comcast are not interested. Google is not an option. Private Equity is also not an option anymore.

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Forbes Column 08: How To Dig Out Yahoo’s Treasures

More on the same topic. My Forbes column How To Dig Out Yahoo’s Treasures provides commentary on Yahoo’s earnings later today.

Forbes Column 08: eBay’s Bounce-Back Opportunity

Meg Whitman is finally leaving eBay. My Forbes column, eBay’s Bounce-Back Opportunity, discusses what the successor needs to pay attention to, whether it is John Donahoe or otherwise. We have also discussed eBay’s strategy at length in Web 3.0 and eBay and eBay vs Amazon. Today, the determining factor in the eBay vs Amazon debate

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Trend Radar 2008: Verticalization Everywhere

If you are a regular reader of this blog, you know, I am a huge believer in verticalization of the web. In fact, my entire Web 3.0 thesis is based on this idea. In 2007, we saw the beginnings of verticalization. In 2008, I expect this trend to become rampant in all aspects of the

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Forbes Column 08: The Gap in Google’s Defenses

My Forbes column synthesizing the discussions we’ve had here recently, The Gap in Google’s Defenses.